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David Llewellyn-Smith
Has the Australian dollar bottomed? By David Llewellyn-Smith - Oct 11, 2023

DXY is still consolidating:AUD bouncing:CNY is finished:Oil and gold marking time:Dirt fell:Miners popped:With EM:And junk:Yields firmed:Stocks marched higher:Once again, positioning has taken...

Chris Becker
11.1023 Macro Morning By Chris Becker - Oct 11, 2023

Risk markets continued to lift higher overnight with the USD losing further ground against the currency majors as European shares led the way with a big boost. Wall Street finished solidly higher as...

David Llewellyn-Smith
Robots buy Australian dollars By David Llewellyn-Smith - Oct 10, 2023

The DXY consolidation continues:The AUD short is protecting the downside:CNY is nailed to the floor:Oil popped but it’s not making much sense!Copper bounced off support:Miners sagged:EM stocks...

Chris Becker
10.10.23 Macro Morning By Chris Becker - Oct 10, 2023

Risk markets consolidated overnight after absorbing the weekend shock Israel attacks with bond yields pulling back slightly after some dovish comments by Fed members, while oil prices stabilised and...

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